Having nurtured your business through its initial start-up, you are ready for the next phase of growth and expansion.

At this critical time many owners of private and family businesses seek out specialist advice on:

  • How to protect their business
  • Grow its value through the pursuit of sound strategies
  • Maximise the capital value on exit so they can achieve financial independence

In order to provide support to private and family businesses we offer a strategic Board of Advice Program service.

The objective of our Board of Advice Program is to provide an independent sounding board enabling you to make informed decisions on how you can strategically grow and transition the value of your business.

We charge a fixed monthly fee for our Board of Advice Program to spread the cost of this service over a 12 month period.

  • Valuing your business to determine its true value
  • Analysing and tracking your business profit and cash flow to budgets and targets
  • Comparing your business performance to financial and industry performance benchmarks
  • Regular meetings to:
    • Track how your business is performing against strategies and financial goals
    • Discuss any governance matters that need to be addressed and resolved to reduce your business risks
    • Manage strategic growth opportunities as they arise and address any operating matters that are affecting your business performance
    • Agree strategies and action plans that will make your business more profitable and valuable
    • Introduce a trusted team of experts where specialised advice is required
  • Periodically re-valuing your business to quantify the impact of your decisions in terms of value created.

Business Evaluation